Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Candor Herlick is an investment advisor representative with HBW Advisory Services LLC. Kerri has been in the financial services industry for over 15 years and has worked with various firms, including Cadaret, Grant & Co., Inc., Morgan Stanley, and NYLIFE Securities LLC. Kerri's areas of expertise include financial planning, portfolio management, and investment advisory services. Kerri has a Series 7 and Series 66 license and a SIE exam. Kerri is committed to providing her clients with the highest level of service and personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/20/2021 - Present
HBW Advisory Services LLC (SIMI VALLEY CA)
NY
04/15/2013 - 07/02/2018
CADARET, GRANT & CO., INC. (SARATOGA SPRINGS NY)
NY
08/29/2012 - 12/10/2012
MORGAN STANLEY (ALBANY NY)
NY
02/08/2010 - 08/14/2012
NYLIFE SECURITIES LLC (SARATOGA SPRINGS NY)
NY
04/21/2009 - 12/18/2009
THRIVENT INVESTMENT MANAGEMENT INC. (ALBANY NY)
NY
06/25/2008 - 02/02/2009
HRC INVESTMENT SERVICES, INC. (ALBANY NY)
NY
03/28/2006 - 06/23/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SARATOGA SPRINGS NY)
BOTH
Issued 03/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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